Form990
Click to see attachment
Department of the Treasury
Internal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except black lung benefit trust or private foundation)

MediumBullet The organization may have to use a copy of this return to satisfy state reporting requirements.
OMB No. 1545-0047
2010
Open to Public Inspection
A For the calendar year, or tax year beginning 01-01-2010 and ending 12-31-2010
BCheck if applicable:
CName of organization
INDIANA HISTORICAL SOCIETY
 
Doing Business As
 
 
Number and street (or P.O. box if mail is not delivered to street address)
450 WEST OHIO STREET
 
Room/suite
City or town, state or country, and ZIP + 4
INDIANAPOLIS, IN462023269
D Employer identification number

35-0876384
E Telephone number

G Gross receipts $ 6,469,918
F Name and address of principal officer:
JEFFERY MATSUOKA
450 WEST OHIO STREET
INDIANPOLIS,IN462023269
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
WWW.INDIANAHISTORY.ORG
H(a)
Is this a group return for
affiliates?
H(b)
Are all affiliates included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:
 
L Year of formation: 1831
M State of legal domicile: IN
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: SINCE 1831, THE INDIANA HISTORICAL SOCIETY (IHS) HAS COLLECTED, PRESERVED, INTERPRETED, AND DISSEMINATED INFORMATION ABOUT THE 19TH STATE'S HISTORY. IHS IS COMPRISED OF LOCAL HISTORY SERVICES, EDUCATION, EXHIBITIONS, THE INDIANA HISTORICAL SOCIETY TRAIN, PUBLIC PROGRAMS, COLLECTIONS & THE WILLIAM H. SMITH MEMORIAL LIBRARY, THE IHS PRESS, CONSERVATION AND THE INDIANA EXPERIENCE.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) .... 3 29
4 Number of independent voting members of the governing body (Part VI, line 1b) .... 4 29
5 Total number of individuals employed in calendar year 2010 (Part V, line 2a) ... 5 116
6 Total number of volunteers (estimate if necessary) .... 6 100
7a Total unrelated business revenue from Part VIII, column (C), line 12 .. 7a 0
b Net unrelated business taxable income from Form 990-T, line 34 .. 7b 0
Revenues; Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 4,548,648 2,589,387
9 Program service revenue (Part VIII, line 2g) ......... 427,542 961,347
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... -6,164,741 2,900,659
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) -59,453 -25,490
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... -1,248,004 6,425,903
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 0 0
14 Benefits paid to or for members (Part IX, column (A), line 4) .... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 4,256,949 4,383,116
16a Professional fundraising fees (Part IX, column (A), line 11e).... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet770,686    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24f).... 4,334,008 6,869,216
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 8,590,957 11,252,332
19 Revenue less expenses. Subtract line 18 from line 12...... -9,838,961 -4,826,429
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............ 164,846,484 158,313,321
21 Total liabilities (Part X, line 26)............ 40,793,791 31,468,722
22 Net assets or fund balances. Subtract line 21 from line 20 ..... 124,052,693 126,844,599
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title.
Paid Preparer's Use Only Preparer's
signatureBig Right Arrow 		Date
right pointing bullet image Preparer’s taxpayer identification number
(see instructions)
Firm’s name (or yours
if self-employed),
address, and ZIP + 4Big Right Arrow




 		EIN right pointing bullet image
Phone no. right pointing bullet image
May the IRS discuss this return with the preparer shown above? (see instructions) .........
For Privacy Act and Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y
Form 990 (2010)
Form 990 (2010)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response to any question in this Part III . . . . . . . . . .
1
Briefly describe the organization’s mission: SINCE 1831, THE INDIANA HISTORICAL SOCIETY (IHS) HAS COLLECTED, PRESERVED, INTERPRETED, AND DISSEMINATED INFORMATION ABOUT THE 19TH STATE'S HISTORY. IHS IS COMPRISED OF LOCAL HISTORY SERVICES, EDUCATION, EXHIBITIONS, THE INDIANA HISTORICAL SOCIETY TRAIN, PUBLIC PROGRAMS, COLLECTIONS & THE WILLIAM H. SMITH MEMORIAL LIBRARY, THE IHS PRESS, CONSERVATION AND THE INDIANA EXPERIENCE.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? ....................
If “Yes,” describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program services? ..........................
If “Yes,” describe these changes on Schedule O.
4
Describe the exempt purpose achievements for each of the organization’s three largest program services by expenses.
Section 501(c)(3) and 501(c)(4) organizations and section 4947(a)(1) trusts are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 2,330,577 including grants of $   ) (Revenue $ 183,979 )
AT THE HEART OF THE INDIANA HISTORICAL SOCIETY IS ITS ARCHIVES AND LIBRARY COLLECTIONS, WHICH FEEDS ALL THE OTHER ACTIVITY AREAS OF IHS. WITHOUT OUR SUBSTANTIAL COLLECTION OF PHOTOGRAPHS, DOCUMENTS, PERSONAL PAPERS AND OTHER RECORDS FROM THE PAST, WE WOULD NOT BE ABLE TO TELL THE STORIES OF OUR RICH HOOSIER HERITAGE. OFTEN, THAT STORYTELLING BECOMES VERY PERSONAL AS OUR STAFF ASSISTS BOTH NOVICE FAMILY HISTORY SEEKERS AND MORE SCHOLARLY RESEARCHERS IN THEIR QUEST FOR KNOWLEDGE. THE LIBRARY ASSISTED 4,770 VISITORS AND ANSWERED 2,877 REMOTE REQUESTS FOR INFORMATION. THE MOST POPULAR SUBJECTS INCLUDED FAMILIES, COMMUNITIES, AFRICAN-AMERICAN HISTORY, NOTABLE HOOSIERS, ARCHITECTURE, AND BUSINESSES. 3,484 IMAGES WERE ADDED TO THE IMAGES IN IHS'S DIGITAL ONLINE COLLECTION, BRINGING THE NUMBER OF IMAGES AVAILABLE TO MORE THAN 41,657. 695 COLLECTIONS/ITEMS WERE CATALOGED, PROCESSED, AND MADE ACCESSIBLE TO THE PUBLIC. 531 NEW MANUSCRIPTS, VISUAL AND PRINTED ITEMS WERE ADDED TO THE COLLECTION. THE CONSERVATION LAB STABILIZED 2,527 ITEMS FROM NEWLY PROCESSED COLLECTIONS AND TRAINED VOLUNTEERS WORKED MORE THAN 1,150 HOURS PROVIDING STABILIZING TREATMENTS TO 4,371 MANUSCRIPTS. IN ADDITION TO INDIVIDUAL REFERENCE REQUESTS, COLLECTIONS AND LIBRARY STAFF WROTE ARTICLES FOR BOTH IHS AND EXTERNAL PUBLICATIONS, CONTRIBUTED CONTENT TO IHS AND EXTERNAL EXHIBITIONS, AND CONTINUED THE DEVELOPMENT OF THE DESTINATION INDIANA HIGH TECHNOLOGY EXHIBIT, ADDING 152 JOURNEYS, AS PART OF THE NEW INDIANA EXPERIENCE PROGRAMS, BRINGING THE NUMBER OF JOURNEYS AVAILABLE TO 203 CONTAINING MORE THAN 2,200 IMAGES.
4b (Code:   ) (Expenses $ 1,570,377 including grants of $   ) (Revenue $ 76,228 )
PUBLIC PROGRAMS:LOCAL HISTORY SERVICES: AT THE HEART OF IHS'S EMPHASIS TO IMPACT ALL REGIONS OF THE STATE IS THE WORK OF LOCAL HISTORY SERVICES (LHS). ENSURING THE SUCCESS OF OUR PARTNERS IN LOCAL COMMUNITIES, LHS STAFF WORK WITH EACH OF THE STATE'S 92 COUNTY HISTORIANS AND PROVIDE CONSULTATIONS AND TRAINING TO COUNTY AND LOCAL HISTORICAL ORGANIZATIONS ACROSS INDIANA. IN 2010, LHS MADE 3,267 CONTACTS TRAVELING 23,652 MILES. 213,784 GUESTS VISITED TRAVELING EXHIBITIONS THROUGHOUT THE STATE.EDUCATION: THE EDUCATION DEPARTMENT PROVIDES AUDIENCES OF ALL AGES WITH OPPORTUNITIES FOR ENGAGING AND LIFE-LONG LEARNING. THE EDUCATION STAFF WORKS CLOSELY WITH EDUCATORS AND STUDENTS THROUGHOUT INDIANA. MORE THAN 3,400 FROM MORE THAN 42 SCHOOLS PARTICIPATED IN THE NATIONAL HISTORY DAY IN INDIANA PROGRAM, WITH 42 STATE WINNERS ADVANCING TO THE NATIONAL COMPETITION. 3 INDIANA ENTRIES WERE NAMED NATIONAL FINALISTS WITH 1 RECEIVING A TOP MEDAL. IN 2010, THE INDIANA JUNIOR HISTORICAL SOCIETY HAD APPROXIMATELY 1,300 MEMBERS AND 60 SPONSORS. THE INDIANA BLACK HISTORY CHALLENGE RECEIVED 3,936 ENTRIES - MOSTLY STUDENTS.EXHIBITIONS: THE EXHIBITIONS STAFF WERE HEAVILY INVOLVED WITH THE INDIANA EXPERIENCE WHICH OPENED IN MARCH 2010 INCLUDING SIX NEW EXPERIENCE SPACES: YOU ARE THERE: 1945 HOOSIER HOME FRONT; YOU ARE THERE: 1924 TOOL GUYS AND TIN LIZZIES; YOU ARE THERE: 1914 THE VIOLIN MAKER UPSTAIRS; DESTINATION INDIANA; THE HISTORY LAB; AND THE COLE PORTER ROOM.
4c (Code:   ) (Expenses $ 2,774,585 including grants of $   ) (Revenue $ 439,677 )
INDIANA EXPERIENCE: THE INDIANA EXPERIENCE IS A NUMBER OF NEW GUEST EXPERIENCES AND PROGRAMS AT THE EUGENE AND MARILYN GLICK INDIANA HISTORY CENTER, A MULTI-YEAR INTITIATIVE TO ENHANCE AND EXPAND THE SOCIETY'S GUEST OFFERINGS. IN ADDITION TO THE SIX EXPERIENCE SPACES DESCRIBED ABOVE, THERE ARE TWO PROGRAMMATIC OFFERINGS: INDIANA TOWN HALL SERIES AND ANYTHING GOES: COLE PORTER REVUE. ALL INDIANA EXPERIENCE SPACES AND OFFERINGS WERE DEVELOPED BY PAN-INSTITUTIONAL TEAMS AND FORMALLY EVALUATED IN PREPARATION FOR OPENING THEM IN 2010. 81,313 PEOPLE VISITED THE HISTORY CENTER, INCLUDING 1,384 SCHOOLCHILDREN.
(Code:   ) (Expenses $ 2,724,813 including grants of $   ) (Revenue $ 261,463 )
4d Other program services. (Describe in Schedule O.)
(Expenses $ 2,724,813 including grants of $   ) (Revenue $ 261,463 )
4e Total program service expensesMediumBullet$ 9,400,352
Form 990 (2010)
Form 990 (2010)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If “Yes,” complete Schedule AClick to see attachment.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors? Click to see attachment........
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If “Yes,” complete Schedule C, Part I..........
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities? If “Yes,” complete Schedule C,
Part II.........................
4
 
No
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If “Yes,” complete Schedule C, Part III........................
5
 
 
6
Did the organization maintain any donor advised funds or any similar funds or accounts where donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If “Yes,” complete
Schedule D, Part IClick to see attachment.......................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas or historic structures? If “Yes,” complete Schedule D, Part IIClick to see attachment...
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If “Yes,” complete Schedule D, Part III Click to see attachment....................
8
Yes
 
9
Did the organization report an amount in Part X, line 21; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If “Yes,”
complete Schedule D, Part IVClick to see attachment...................
9
 
No
10
Did the organization, directly or through a related organization, hold assets in term, permanent,or quasi-endowments? If “Yes,” complete Schedule D, Part VClick to see attachment
10
Yes
 
11
If the organization’s answer to any of the following questions is ‘Yes,’ then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable:
a
Did the organization report an amount for land, buildings, and equipment in Part X, line10? If “Yes,” complete Schedule D, Part VI.Click to see attachment
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part VII.Click to see attachment
11b
 
No
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part VIII.Click to see attachment
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part IX.Click to see attachment
11d
Yes
 
e
Did the organization report an amount for other liabilities in Part X, line 25? If “Yes,” complete Schedule D, Part X.Click to see attachment
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If “Yes,” complete Schedule D, Part X.Click to see attachment
11f
 
No
12a
Did the organization obtain separate, independent audited financial statements for the tax year? If “Yes,” complete Schedule D, Parts XI, XII, and XIII Click to see attachment
12a
Yes
 
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If “Yes,” and if the organization answered ‘No’ to line 12a, then completing Schedule D, Parts XI, XII, and XIII is optional Click to see attachment
12b
 
No
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If “Yes,” complete Schedule E
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States?....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, and program service activities outside the United States? If “Yes,” complete Schedule F, Part I.........
14b
 
No
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or assistance to any organization or entity located outside the U.S.? If “Yes,” complete Schedule F, Part II..
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or assistance to individuals located outside the U.S.? If “Yes,” complete Schedule F, Part III..
16
 
No
17
Did the organization report a total of more than $15,000, of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If “Yes,” complete Schedule G, Part I
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If “Yes,” complete Schedule G, Part II..........
18
Yes
 
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If “Yes,” complete Schedule G, Part III...................
19
 
No
Form 990 (2010)
Form 990 (2010)
Page 4
Part IV
Checklist of Required Schedules (continued)
20a
Did the organization operate one or more hospitals? If “Yes,” complete Schedule H.....
20a
 
No
b
Did the organization attach its audited financial statement to this return? Note: All Form 990 filers that operate one or more hospitals must attach audited financial statements. .....
20b
 
 
21
Did the organization report more than $5,000 of grants and other assistance to governments and organizations in the United States on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II..
21
 
No
22
Did the organization report more than $5,000 of grants and other assistance to individuals in the United States on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III.....
22
 
No
23
Did the organization answer “Yes” to Part VII, Section A, questions 3, 4, or 5, about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If “Yes,” complete Schedule J................ Click to see attachment
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer questions 24b–24d and complete Schedule K. If “No,” go to line 25................ Click to see list of attachments
24a
Yes
 
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
No
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds?......................
24c
 
No
d
Did the organization act as an “on behalf of” issuer for bonds outstanding at any time during the year?...
24d
 
No
25a
Section 501(c)(3) and 501(c)(4) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If “Yes,” complete Schedule L, Part I......
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If “Yes,” complete Schedule L, Part I................
25b
 
No
26
Was a loan to or by a current or former officer, director, trustee, key employee, highly compensated employee, or disqualified person outstanding as of the end of the organization’s tax year? If “Yes,” complete Schedule L,
Part II...........................
26
 
No
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor, or a grant selection committee member, or to a person related to such an individual? If “Yes,” complete Schedule L, Part III...............
27
 
No
28
Was the organization a party to a business transaction with one of the following parties? (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee? If “Yes,” complete Schedule L, Part IV .........................
28a
 
No
b
A family member of a current or former officer, director, trustee, or key employee? If “Yes,”
complete Schedule L, Part IV...................
28b
 
No
c
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or owner? If “Yes,” complete Schedule L, Part IV..
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If “Yes,” complete Schedule MClick to see attachment
29
Yes
 
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If “Yes,” complete Schedule M............ Click to see attachment
30
Yes
 
31
Did the organization liquidate, terminate, or dissolve and cease operations? If “Yes,” complete Schedule N,
Part I........................... Click to see attachment
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If “Yes,” complete Schedule N, Part II.......................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If “Yes,” complete Schedule R, Part I........
33
 
No
34
Was the organization related to any tax-exempt or taxable entity? If “Yes,” complete Schedule R, Parts II, III, IV, and V, line 1.....................
34
 
No
35
Is any related organization a controlled entity within the meaning of section 512(b)(13)? .....
35
 
No
a
Did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If “Yes,” complete Schedule R, Part V, line 2...
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If “Yes,” complete Schedule R, Part V, line 2...........
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If “Yes,” complete Schedule R, Part VI
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11 and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Form 990 (2010)
Form 990 (2010)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response to any question in this Part V . . . . . . . . . .
Yes
No
1a
Enter the number reported in Box 3 of Form 1096. Enter -0- if not applicable. .......
1a
0
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable.
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
 
No
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and Tax Statements filed for the calendar year ending with or within the year covered by this return .....................
2a
116
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?

Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file. (see instructions)
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?.............................
3a
 
No
b
If “Yes,” has it filed a Form 990-T for this year? If “No,” provide an explanation in Schedule O.....
3b
 
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account or securities account)?.......................
4a
 
No
b
If "Yes," enter the name of the foreign country: MediumBullet
See instructions for filing requirements for Form TD F 90-22.1, Report of Foreign Bank and Financial Accounts.
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If “Yes” to line 5a or 5b, did the organization file Form 8886-T? ........
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible?..........
6a
 
No
b
If “Yes,” did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?........................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?....................
7a
 
 
b
If “Yes,” did the organization notify the donor of the value of the goods or services provided?.....
7b
 
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?...........................
7c
 
 
d
If “Yes,” indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?..........................
7e
 
 
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?..
7f
 
 
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?...................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?...............
7h
 
 
8
Sponsoring organizations maintaining donor advised funds and section 509(a)(3) supporting organizations. Did the supporting organization, or a donor advised fund maintained by a sponsoring organization, have excess business holdings at any time during the year?................
8
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
Did the organization make any taxable distributions under section 4966?.........
9a
 
 
b
Did the organization make a distribution to a donor, donor advisor, or related person?......
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If “Yes,” enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state?
Note. All 501(c)(29) organizations must list in Schedule O each state in which they are licensed to issue qualified health plans, the amount of reserves required by each state, and the amount of reserves the organization allocated to each state.
13a
 
 
b
Enter the aggregate amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans.
13b
 
c
Enter the aggregate amount of reserves on hand.
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
 
b
If "Yes," has it filed a Form 720 to report these payments? If “No,” provide an explanation in Schedule O..
14b
 
 
Form 990 (2010)
Form 990 (2010)
Page 6
Part VI
Governance, Management, and Disclosure For each “Yes” response to lines 2 through 7b below, and for a “No” response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response to any question in this Part VI . . . . . . . . . .
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year ..............
1a
29
b
Enter the number of voting members included in line 1a, above, who are independent .................
1b
29
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
 
No
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? ..
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed?
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Does the organization have members or stockholders? ................
6
Yes
 
7a
Does the organization have members, stockholders, or other persons who may elect one or more members of the governing body? .........................
7a
 
No
b
Are any decisions of the governing body subject to approval by members, stockholders, or other persons? ..
7b
 
No
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .........................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If “Yes,” provide the names and addresses in Schedule O .....
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal
Revenue Code.)
Yes
No
10a
Does the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If “Yes,” does the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with those of the organization? ....
10b
 
 
11a
Has the organization provided a copy of this Form 990 to all members of its governing body before filing the form?
11a
Yes
 
b
Describe in Schedule O the process, if any, used by the organization to review the Form 990. .....
12a
Does the organization have a written conflict of interest policy? If “No,” go to line 13.......
12a
Yes
 
b
Are officers, directors or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ...........................
12b
Yes
 
c
Does the organization regularly and consistently monitor and enforce compliance with the policy? If “Yes,” describe in Schedule O how this is done ....................
12c
Yes
 
13
Does the organization have a written whistleblower policy? ...............
13
Yes
 
14
Does the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes" to line a or b, describe the process in Schedule O. (See instructions.)
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
 
No
b
If “Yes,” has the organization adopted a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and taken steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
 
Section C. Disclosure
17
List the States with which a copy of this Form 990 is required to be filedMediumBullet
IN
18
Section 6104 requires an organization to make its Form 1023 (or 1024 if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you make these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how), the organization makes its governing documents, conflict of interest policy, and financial statements available to the public.
20
State the name, physical address, and telephone number of the person who possesses the books and records of the organization: MediumBullet
KATHLEEN GROTHE CONTROLLER
450 WEST OHIO STREET
INDIANAPOLIS,IN462023269
(317) 234-5232
Form 990 (2010)
Form 990 (2010)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response to any question in this Part VII . . . . . . . . . .
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation, and current key employees. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest
compensated employees; and former such persons.
Check this box if neither the organization nor any related organizations compensated any current or former officer, director, or trustee.
(A)
Name and Title 		(B)
Average hours per week (describe hours for related organizations in Schedule O) 		(C)
Position (check all that apply) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; Officer; Key Employee; Highest compensated employee; Former;
(1) MICHAEL A BLICKMAN
IMMEDIATE PAST CHAIR
 1.00 X           0 0 0
(2) SARAH EVANS BARKER
2ND VICE CHAIR
 1.00 X   X       0 0 0
(3) WILLIAM E BARTELT
MEMBER
 1.00 X           0 0 0
(4) FRANK M BASILE
MEMBER
 1.00 X           0 0 0
(5) MARY ANN BRADLEY
MEMBER
 1.00 X           0 0 0
(6) JOSEPH E COSTANZA
MEMBER
 1.00 X           0 0 0
(7) PATRICIA D CURRAN
SECRETARY
 1.00 X   X       0 0 0
(8) EDGAR GLENN DAVIS
MEMBER
 1.00 X           0 0 0
(9) DEE DELANEY
MEMBER
 1.00 X           0 0 0
(10) WILLIAM BRENT ECKHART
MEMBER
 1.00 X           0 0 0
(11) RICHARD D FELDMAN MD
MEMBER
 1.00 X           0 0 0
(12) RICHARD E FORD
MEMBER
 1.00 X           0 0 0
(13) WANDA Y FORTUNE
MEMBER
 1.00 X           0 0 0
(14) JANIS B FUNK
MEMBER
 1.00 X           0 0 0
(15) THOMAS G HOBACK
CHAIR
 1.00 X   X       0 0 0
(16) KATHARINE M KRUSE
MEMBER
 1.00 X           0 0 0
(17) P MARTIN LAKE
MEMBER
 1.00 X           0 0 0
Form 990 (2010)
Form 990 (2010)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and Title 		(B)
Average hours per week (describe hours for related organizations in Schedule O) 		(C)
Position (check all that apply) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; Officer; Key Employee; Highest compensated employee; Former;
(18) JAMES H MADISON
MEMBER
 1.00 X           0 0 0
(19) EDWARD S MATTHEWS
MEMBER
 1.00 X           0 0 0
(20) JAMES W MERRITT JR
MEMBER
 1.00 X           0 0 0
(21) JOSEPH F MILLER
MEMBER
 1.00 X           0 0 0
(22) JAMES T MORRIS
MEMBER
 1.00 X           0 0 0
(23) JANE NOLAN
MEMBER
 1.00 X           0 0 0
(24) ERSAL OZDEMIR
MEMBER
 1.00 X           0 0 0
(25) GEORGE F RAPP MD
MEMBER
 1.00 X           0 0 0
(26) MARGARET COLE RUSSELL
MEMBER
 1.00 X           0 0 0
(27) WILLIAM N SALIN SR
MEMBER
 1.00 X           0 0 0
(28) JANE W SCHLEGEL
MEMBER
 1.00 X           0 0 0
(29) JERRY D SEMLER
TREASURER
 1.00 X   X       0 0 0
(30) JAMES C SHOOK JR
FIRST VICE CHAIR
 1.00 X   X       0 0 0
(31) JOSEPH A SLASH
MEMBER
 1.00 X           0 0 0
(32) JOHN A HERBST
PRESIDENT & CEO
 38.00     X X X   185,847 0 6,696
(33) STEPHEN L COX
EXECUTIVE VP
 38.00     X       91,813 0 0
(34) ANDRA MARTINEZ
VP-DEVELOPMENT
 38.00     X       22,500 0 0
(35) JEFFERY MATSUOKA
VP- BUSINESS & OPERATIONS
 38.00     X       94,922 0 0
(36) JEANNE M SCHEETS
VP- MARKETING & PUBLIC REL
 38.00     X       76,530 0 0
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 471,612 0 6,696
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 in reportable compensation from the organizationMediumBullet1
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If “Yes,” complete Schedule J for such individual .............
3
 
No
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If “Yes,” complete Schedule J for such individual...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If “Yes,” complete Schedule J for such person .....
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization.
(A)
Name and business address 		(B)
Description of services 		(C)
Compensation
HMO HEALTH PLANS ADVANTAGE HEALTH
9045 RIVER ROAD SUITE 200
INDIANAPOLIS,IN46240 		GROUP HEALTH INSURANCE 392,532
ALLIED BARTON SECURITY SERVICE
3606 HORIZON DRIVE
KING OF PRUSSIA,PA19406 		SECURITY SERVICE 206,391
NORTHERN LIGHT PRODUCTIONS
300 WESTERN AVE 2ND FLOOR
BOSTON,MA02134 		MULTI-MEDIA DESIGN 161,555
HOAGLIN FINE CATERING
217 W 10TH STREET SUITE 100
INDIANAPOLIS,IN46202 		CATERING 142,859
PEARSON PARTNERS INC
3755 E 82ND STREET SUITE 2
INDIANAPOLIS,IN46240 		MEDIA PRODUCTION 141,950
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 in compensation from the organization MediumBullet5
Form 990 (2010)
Form 990 (2010)
Page 9
Part VIII
Statement of Revenue
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512, 513, or 514
Contributions, gifts, grants and other similar amounts 1a Federated campaigns..1a  
b Membership dues....1b 281,963
c Fundraising events....1c 98,525
d Related organizations...1d  
e Government grants (contributions)1e 1,200,221
f All other contributions, gifts, grants, and
similar amounts not included above1f 		1,008,678
g Noncash contributions included in lines 1a-1f:$ 146,285
h Total. Add lines 1a-1f.......MediumBullet 2,589,387
Program Service Revenue Business Code
2a EVENT REVENUE 900,099 332,939 332,939    
b RETAIL SALES 900,099 180,842 180,842    
c IHS PRESS 900,099 160,778 160,778    
d ADMISSIONS & TICKET RE 900,099 92,937 92,937    
e OTHER PROGRAM SERVICE 900,099 62,776 62,776    
f All other program service revenue . 131,075 131,075    
g Total. Add lines 2a–2f........MediumBullet 961,347
Other Revenue 3 Investment income (including dividends, interest
and other similar amounts).....MediumBullet 2,158,230 2,158,230    
4 Income from investment of tax-exempt bond proceeds..MediumBullet        
5 Royalties............MediumBullet        
(i) Real (ii) Personal
6a Gross Rents    
b Less: rental expenses    
c Rental income or (loss)    
d Net rental income or (loss).......MediumBullet        
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 742,429  
b Less: cost or other basis and sales expenses    
c Gain or (loss) 742,429  
d Net gain or (loss)..........MediumBullet 742,429 742,429    
8a Gross income from fundraising events (not including
$ 98,525
of contributions reported on line 1c). See Part IV, line 18 ...
a 18,525
b Less: direct expenses ...b 44,015
c Net income or (loss) from fundraising events..MediumBullet -25,490   -25,490
9a Gross income from gaming activities.
See Part IV, line 19 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from gaming activities...MediumBullet        
10a Gross sales of inventory, less
returns and allowances .
a  
b Less: cost of goods sold ..b  
c Net income or (loss) from sales of inventory..MediumBullet        
Miscellaneous Revenue Business Code
11a            
b            
c            
d All other revenue ....        
e Total. Add lines 11a–11d ......MediumBullet  
12 Total revenue. See Instructions....MediumBullet 6,425,903 3,862,006 0 -25,490
Form 990 (2010)
Form 990 (2010)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A) but are not required to complete columns (B), (C), and (D).
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII. 		(A)
Total expenses 		(B)
Program service expenses 		(C)
Management and general expenses 		(D)
Fundraising expenses
1 Grants and other assistance to governments and organizations in the U.S. See Part IV, line 21    
2 Grants and other assistance to individuals in the U.S. See Part IV, line 22    
3 Grants and other assistance to governments, organizations, and individuals outside the U.S. See Part IV, lines 15 and 16    
4 Benefits paid to or for members    
5 Compensation of current officers, directors, trustees, and key employees .... 471,612 91,813 357,299 22,500
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ....        
7 Other salaries and wages 2,908,210 2,291,018 359,928 257,264
8 Pension plan contributions (include section 401(k) and section 403(b) employer contributions) .... 276,676 193,722 65,650 17,304
9 Other employee benefits ....... 454,865 340,794 80,911 33,160
10 Payroll taxes ........... 271,753 201,470 49,463 20,820
11 Fees for services (non-employees):        
a Management ......        
b Legal ......... 3,847 133 3,714  
c Accounting ........... 31,557   31,557  
d Lobbying ...........        
e Professional fundraising. See Part IV, line 17..    
f Investment management fees ...... 336,179 336,179    
g Other .......... 241,648 168,347 24,244 49,057
12 Advertising and promotion .... 545,041 545,041    
13 Office expenses ....... 514,388 403,449 76,662 34,277
14 Information technology ...... 90,185 48,607 26,984 14,594
15 Royalties .. 4,598 4,598    
16 Occupancy ........... 1,452,949 818,398 586,729 47,822
17 Travel ............ 58,878 45,242 10,628 3,008
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ......        
19 Conferences, conventions, and meetings .... 2,796 1,237 1,559  
20 Interest ........... 977,304 784,544 155,319 37,441
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization ..... 927,566 487,090 439,662 814
23 Insurance .............. 134,678   134,678  
24 Other expenses. Itemize expenses not covered above. (Expenses grouped together and labeled miscellaneous may not exceed 5% of total expenses shown on line 25 below.)
a TEMPORARY HELP AND TRAI 379,692 367,836 11,666 190
b MISCELLANEOUS 296,163 262,504 25,850 7,809
c EQUIPMENT PURCHASE AND 239,201 152,189 86,327 685
d MARKETING OF PROGRAMS A 151,380 143,048 518 7,814
e CATERING 146,308 90,686 1,038 54,584
f All other expenses 334,858 1,622,407 -1,449,092 161,543
25 Total functional expenses. Add lines 1 through 24f 11,252,332 9,400,352 1,081,294 770,686
26 Joint costs. Check here MediumBullet if following
SOP 98-2 (ASC 958-720). Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation 		       
Form 990 (2010)
Form 990 (2010)
Page 11
Part X Balance Sheet
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash—non-interest-bearing .......... 3,510,941 1 2,819,229
2 Savings and temporary cash investments .......   2  
3 Pledges and grants receivable, net ......... 4,473,051 3 3,262,841
4 Accounts receivable, net ......... 15,734 4 70,232
5 Receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
Schedule L ..........   5  
6 Receivables from other disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B). Complete Part II of
Schedule L ..........   6  
7 Notes and loans receivable, net .............   7  
8 Inventories for sale or use .............. 722,549 8 715,526
9 Prepaid expenses and deferred charges ............ 114,029 9 120,830
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 48,147,129
b Less: accumulated depreciation. ..... 10b 9,160,553 39,426,368 10c 38,986,576
11 Investments—publicly traded securities .......... 102,781,566 11 98,306,035
12 Investments—other securities. See Part IV, line 11 ......   12  
13 Investments—program-related. See Part IV, line 11 ..   13  
14 Intangible assets .........   14  
15 Other assets. See Part IV, line 11 ........... 13,802,246 15 14,032,052
16 Total assets. Add lines 1 through 15 (must equal line 34)... 164,846,484 16 158,313,321
Liabilities 17 Accounts payable and accrued expenses . 410,987 17 779,952
18 Grants payable ..........   18  
19 Deferred revenue ..........   19 44,501
20 Tax-exempt bond liabilities .......... 40,000,000 20 30,473,147
21 Escrow or custodial account liability. Complete Part IV of Schedule D..   21  
22 Payables to current and former officers, directors, trustees, key
employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L..........   22  
23 Secured mortgages and notes payable to unrelated third parties ..   23  
24 Unsecured notes and loans payable to unrelated third parties ....   24  
25 Other liabilities. Complete Part X of Schedule D..... 382,804 25 171,122
26 Total liabilities. Add lines 17 through 25..... 40,793,791 26 31,468,722
Net Assets or Fund Balance Organizations that follow SFAS 117, check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets ..... 115,484,889 27 120,026,069
28 Temporarily restricted net assets ..... 7,233,200 28 5,483,926
29 Permanently restricted net assets ..... 1,334,604 29 1,334,604
Organizations that do not follow SFAS 117, check here MediumBullet and complete lines 30 through 34.
30 Capital stock or trust principal, or current funds .....   30  
31 Paid-in or capital surplus, or land, building or equipment fund .....   31  
32 Retained earnings, endowment, accumulated income, or other funds   32  
33 Total net assets or fund balances ..... 124,052,693 33 126,844,599
34 Total liabilities and net assets/fund balances ..... 164,846,484 34 158,313,321
Form 990 (2010)
Form 990 (2010)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response to any question in this Part XI . . . . . . . . . .
1
Total revenue (must equal Part VIII, column (A), line 12) . . .
1
6,425,903
2
Total expenses (must equal Part IX, column (A), line 25) . . . . .
2
11,252,332
3
Revenue less expenses. Subtract line 2 from line 1 . . . .
3
-4,826,429
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) . .
4
124,052,693
5
Other changes in net assets or fund balances (explain in Schedule O) . . . .
5
7,618,335
6
Net assets or fund balances at end of year. Combine lines 3, 4, and 5 (must equal Part X, line 33, column (B)) . . . . . .
6
126,844,599
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response to any question in this Part XII . . . . . . . . . .
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?..
2a
 
No
b
Were the organization’s financial statements audited by an independent accountant?........
2b
Yes
 
c
If “Yes,” to 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O............................
2c
Yes
 
d
If “Yes” to line 2a or 2b, check a box below to indicate whether the financial statements for the year were issued on a separate basis, consolidated basis, or both:
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133? ................
3a
 
No
b
If “Yes,” did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits. ..
3b
 
 
Form 990 (2010)
Additional Data


Software ID:  
Software Version:  
Form 990, Special Condition Description:
Special Condition Description
SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support

Complete if the organization is a section 501(c)(3) organization or a section
4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ. right arrow See separate instructions.
OMB No. 1545-0047
2010
Open to Public
Inspection
Name of the organization
INDIANA HISTORICAL SOCIETY
 
Employer identification number

35-0876384
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4
5
section 170(b)(1)(A)(iv). (Complete Part II.)
6
7
8
9
receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of
its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses
acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
10
11
e
f
g
(i) a person who directly or indirectly controls, either alone or together with persons described in (ii)
Yes
No
and (iii) below, the governing body of the the supported organization? ................
11g(i)
 
 
(ii) a family member of a person described in (i) above? ......................
11g(ii)
 
 
(iii) a 35% controlled entity of a person described in (i) or (ii) above? ................
11g(iii)
 
 
h
(i)
Name of supported organization 		(ii)
EIN 		(iii)
Type of organization (described on lines 1- 9 above or IRC section (see instructions)) 		(iv)
Is the organization in col. (i) listed in your governing document? 		(v)
Did you notify the organization in col. (i) of your support? 		(vi)
Is the organization in col. (i) organized in the U.S.? 		(vii)
Amount of support?
Yes No Yes No Yes No
Total                  

For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2010
Schedule A (Form 990 or 990-EZ) 2010
Page 2
Part II
Support Schedule for Organizations Described in IRC 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year(or fiscal year beginning in) (a) 2006 (b) 2007 (c) 2008 (d) 2009 (e) 2010 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .... 1,318,763 9,154,160 4,082,305 4,678,315 2,589,387 21,822,930
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......            
3 The value of services or facilities furnished by a governmental unit to the organization without charge..            
4 Total. Add lines 1 through 3.. 1,318,763 9,154,160 4,082,305 4,678,315 2,589,387 21,822,930
5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f)..            
6 Public Support. Subtract line 5 from line 4.           21,822,930
Section B. Total Support
Calendar year(or fiscal year beginning in) (a) 2006 (b) 2007 (c) 2008 (d) 2009 (e) 2010 (f) Total
7 Amounts from line 4.. 1,318,763 9,154,160 4,082,305 4,678,315 2,589,387 21,822,930
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. 3,424,181 3,687,365 2,455,894 2,256,239 2,149,031 13,972,710
9 Net income from unrelated business activities, whether or not the business is regularly carried on..            
10 Other income. (Explain in Part IV.) Do not include gain or loss from the sale of capital assets.. 23,920 66,220 179,242 59,243 100,786 429,411
11 Total support (Add lines 7 through 10).           36,225,051
12
12
716,635
13
Section C. Computation of Public Support Percentage
14
14
60.240 %
15
15
60.180 %
16a
b
17a
b
18
Schedule A (Form 990 or 990-EZ) 2010
Schedule A (Form 990 or 990-EZ) 2010
Page 3
Part III
Support Schedule for Organizations Described in IRC 509(a)(2)
(Complete only if you checked the box on line 9 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year(or fiscal year beginning in) (a) 2006 (b) 2007 (c) 2008 (d) 2009 (e) 2010 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .            
2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose......            
3 Gross receipts from activities that are not an unrelated trade or business under section 513..            
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...            
5 The value of services or facilities furnished by a governmental unit to the organization without charge..            
6 Total. Add lines 1 through 5.            
7a Amounts included on lines 1, 2, and 3 received from disqualified persons...            
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.            
c Add lines 7a and 7b..            
8 Public Support (Subtract line 7c from line 6.)            
Section B. Total Support
Calendar year (or fiscal year beginning in) (a) 2006 (b) 2007 (c) 2008 (d) 2009 (e) 2010 (f) Total
9 Amounts from line 6...            
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.            
c Add lines 10a and 10b.            
11 Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.            
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)            
13 Total support (Add lines 9, 10c, 11 and 12.).            
14
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
b
20
Schedule A (Form 990 or 990-EZ) 2010
Schedule A (Form 990 or 990-EZ) 2010
Page 4
Part IV
Supplemental Information. Supplemental Information. Complete this part to provide the explanation required by Part II, line 10; Part II, line 17a or 17b; or Part III, line 12. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Explanation
 
 
 
 
Schedule A (Form 990 or 990-EZ) 2010

Additional Data


Software ID:  
Software Version:  
Schedule B
(Form 990, 990-EZ,
or 990-PF)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors
Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
OMB No. 1545-0047
2010
Name of organization
INDIANA HISTORICAL SOCIETY
 
Employer identification number

35-0876384
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ





Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule—
Special Rules
......................... Arrow Bullet   $    
Caution. An Organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2 of its Form 990, or check the box in the heading of its
Form 990-EZ, or on line 2 of its Form 990-PF, to certify that it does not meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2010)

Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
Page 1 of 1 of Part I
Name of organization
INDIANA HISTORICAL SOCIETY
  		Employer identification number

35-0876384
Part I
Contributors (see Instructions)
     
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Aggregate contributions		 (d)
Type of contribution
RESTRICTED
RESTRICTED
 

     
RESTRICTED
RESTRICTED  
RESTRICTED, RESTRICTED   RESTRICTED

$RESTRICTED




(Complete Part II if there is
a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Aggregate contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is
a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Aggregate contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is
a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Aggregate contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is
a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Aggregate contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is
a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Aggregate contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is
a noncash contribution.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
Page 1 of 1 of Part II
Name of organization
INDIANA HISTORICAL SOCIETY
  		Employer identification number

35-0876384
Part II
Noncash Property (see Instructions)
     
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
Page 1 of 1 of Part III
Name of organization
INDIANA HISTORICAL SOCIETY
  		Employer identification number

35-0876384
Part III
Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
aggregating more than $1,000 for the year. (Complete columns (a) through (e) and the following line entry.)
For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet $  
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

Additional Data


Software ID:  
Software Version:  
SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," to Form 990,
Part IV, line 6, 7, 8, 9, 10, 11, or 12.
SchDMd Bullet Attach to Form 990. SchDMd Bullet See separate instructions.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
INDIANA HISTORICAL SOCIETY
 
Employer identification number

35-0876384
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" to Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .......    
2 Aggregate contributions to (during year) ...    
3 Aggregate grants from (during year) ...    
4 Aggregate value at end of year .......    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised
funds are the organization's property, subject to the organization's exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds may be
used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit. ...................................
Part II
Conservation Easements. Complete if the organization answered "Yes" to Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a–2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ....................... 2a  
b Total acreage restricted by conservation easements .................. 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 8/17/06 ........ 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during
the taxable year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and
enforcement of the conservation easements it holds? .............................
6
Staff and volunteer hours devoted to monitoring, inspecting and enforcing conservation easements during the year SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section
170(h)(4)(B)(i) and 170(h)(4)(B)(ii)? ....................................
9
In Part XIV, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" to Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under SFAS 116, not to report in its revenue statement and balance sheet works of
art, historical treasures, or other similar assets held for public exhibition, education or research in furtherance of public service,
provide, in Part XIV, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under SFAS 116, to report in its revenue statement and balance sheet works of art,
historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service,
provide the following amounts relating to these items:
(i)
Revenues included in Form 990, Part VIII, line 1 ........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ..............................SchDMd Bullet $ 13,550,828
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 relating to these items:
a
Revenues included in Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Privacy Act and Paperwork Reduction Act Notice, see the Intructions for Form 990
Cat. No. 52283D
Schedule D (Form 990) 2010

Schedule D (Form 990) 2010
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s accession and other records, check any of the following that are a significant use of its collection
items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIV.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?........
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" to Form 990,
Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b
If "Yes," explain the arrangement in Part XIV and complete the following table:
Amount
c Beginning balance ................................. 1c  
d Additions during the year .............................. 1d  
e Distributions during the year ............................. 1e  
f Ending balance ................................... 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21? .....................
b
If “Yes,” explain the arrangement in Part XIV.
Part V
Endowment Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10.
(a)Current Year (b)Prior Year (c)Two Years Back (d)Three Years Back (e)Four Years Back
1a Beginning of year balance .... 102,781,566 86,178,852 127,873,538
b Contributions ........   21,009  
c Investment earnings or losses ... 10,173,616 21,250,156 -35,508,097
d Grants or scholarships .....      
e Other expenditures for facilities
and programs ........ 		14,649,147 4,668,451 6,186,589
f Administrative expenses ....      
g End of year balance ...... 98,306,035 102,781,566 86,178,852
2
Provide the estimated percentage of the year end balance held as:
a
Board designated or quasi-endowment: SchDMd Bullet99.000 %
b
Permanent endowment: SchDMd Bullet1.000 %
c
Term endowment: SchDMd Bullet0 %
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) unrelated organizations ........................
3a(i)
 
No
(ii) related organizations ........................
3a(ii)
 
No
b
If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIV the intended uses of the organization's endowment funds.
Part VI
Investments—Land, Buildings, and Equipment. See Form 990, Part X, line 10.
Description of investment (a) Cost or other basis (investment) (b)Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .................      
b Buildings ................   42,469,441 9,160,553 33,308,888
c Leasehold improvements ............   23,038   23,038
d Equipment ................   4,319,286   4,319,286
e Other .................   1,335,364   1,335,364
Total. Add lines 1a-1e. (Column (d) should equal Form 990, Part X, column (B), line 10(c).)........SchDMdBullet 38,986,576
Schedule D (Form 990) 2010

Schedule D (Form 990) 2010
Page 3
Part VII
Investments—Other Securities. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)		 (b)Book value (c) Method of valuation:
Cost or end-of-year market value
(1)Financial derivatives    
(2)Closely-held equity interests    
Other








Total. (Column (b) should equal Form 990, Part X, col.(B) line 12.)Small Bullet  
Part VIII
Investments—Program Related. See Form 990, Part X, line 13.
(a) Description of investment type (b) Book value (c) Method of valuation:
Cost or end-of-year market value








Total. (Column (b) should equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets. See Form 990, Part X, line 15.
(a) Description (b) Book value
(1) DEFERRED BOND ISSUE COSTS 481,224
(2) COLLECTIONS 13,550,828







Total. (Column (b) should equal Form 990, Part X, col.(B) line 15.)...........Small Bullet 14,032,052
Part X
Other Liabilities. See Form 990, Part X, line 25.
1.(a) Description of Liability (b) Amount
Federal Income Taxes  
OTHER ACCRUED EXPENSES 128,485
GRANTS PAYABLE 5,278
CAPITAL LEASE OBLIGATION 37,359






Total. (Column (b) should equal Form 990, Part X, col.(B) line 25.)Small Bullet 171,122
2. Fin 48 (ASC 740) Footnote. In Part XIV, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC740).
Schedule D (Form 990) 2010

Schedule D (Form 990) 2010
Page 4
Part XI Reconciliation of Change in Net Assets from Form 990 to Financial Statements
1 Total revenue (Form 990, Part VIII, column (A), line 12) .................... 1 6,425,903
2 Total expenses (Form 990, Part IX, column (A), line 25) ..................... 2 11,252,332
3 Excess or (deficit) for the year. Subtract line 2 from line 1 ............. 3 -4,826,429
4 Net unrealized gains (losses) on investments .......................... 4 7,618,335
5 Donated services and use of facilities ............................. 5  
6 Investment expenses ................................... 6  
7 Prior period adjustments .................................. 7  
8 Other (Describe in Part XIV) ................................. 8  
9 Total adjustments (net). Add lines 4 - 8 ............................. 9 7,618,335
10 Excess or (deficit) for the year per financial statements. Combine lines 3 and 9 ......... 10 2,791,906
Part XII Reconciliation of Revenue per Audited Financial Statements With Revenue per Return
1 Total revenue, gains, and other support per audited financial statements ....... 1 13,708,059
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains on investments .......... 2a 7,618,335
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIV): ............ 2d 4,645,000
e Add lines 2a through 2d ..................... 2e 12,263,335
3 Subtract line 2e from line 1..................... 3 1,444,724
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a 336,179
b Other (Describe in Part XIV): ........... 4b 4,645,000
c Add lines 4a and 4b....................... 4c 4,981,179
5 Total Revenue. Add lines 3 and 4c. (This should equal Form 990, Part I, line 12.) ...... 5 6,425,903
Part XIII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
1 Total expenses and losses per audited financial statements ............. 1 10,916,153
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities .......... 2a  
b Prior year adjustments .............. 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIV): ............ 2d  
e Add lines 2a through 2d...................... 2e 0
3 Subtract line 2e from line 1..................... 3 10,916,153
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a 336,179
b Other (Describe in Part XIV): ............ 4b  
c Add lines 4a and 4b....................... 4c 336,179
5 Total expenses. Add lines 3 and 4c. (This should equal Form 990, Part I, line 18.) ...... 5 11,252,332
Part XIV
Supplemental Information
Complete this part to provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b;
Part V, line 4; Part X; Part XI, line 8; Part XII, lines 2d and 4b; and Part XIII, lines 2d and 4b. Also complete this part to provide any additional information.
Identifier Return Reference Explanation
  PART III, LINE 4: THE IHS'S COLLECTIONS ARE CLASSIFIED IN THREE CATEGORIES: - MANUSCRIPTS AND ARCHIVES, WHICH INCLUDE ARCHITECTURAL DRAWINGS, BUSINESS RECORDS, LEDGERS AND PERSONAL PAPERS, DIARIES, ORAL HISTORIES AND LETTERS - PRINTED COLLECTIONS, WHICH INCLUDE BOOKS, PAMPHLETS, SERIALS, BROADSIDES, SHEET MUSIC, PRINTED EPHEMERA AND MAPS - VISUAL COLLECTIONS, WHICH INCLUDE PHOTOGRAPHS, PAINTINGS, MOTION PICTURE FILMS AND VIDEO TAPES THESE ITEMS ARE SIGNIFICANT TO INDIANA'S HISTORY AND PRESERVATION OF THE ITEMS IS KEY TO THE ORGANIZATIONS PURPOSE.
DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE BOARD APPROPRIATES SO MUCH OF THE NET APPRECIATION OF ITS BOARD-DESIGNATED ENDOWMENT AS IS PRUDENT CONSIDERING IHS'S LONG AND SHORT-TERM NEEDS, PRESENT AND ANTICIPATED FINANCIAL REQUIREMENTS, EXPECTED TOTAL RETURN ON ITS INVESTMENTS, PRICE LEVEL TRENDS AND GENERAL ECONOMIC CONDITIONS. HISTORICALLY, THE IHS ENDOWMENT SPENDING POLICY HAS BEEN SET AT 5.5% OF THE FAIR VALUE OF ITS ENDOWMENT AT THE END OF THE PREVIOUS 12 QUARTERS. HOWEVER, IN OCTOBER 2006, THE BOARD APPROVED THE ADJUSTMENT OF THIS POLICY, BEGINNING WITH THE 2007 OPERATING BUDGET, TO REFLECT A 4.25% SPENDING DRAW TO SUPPORT OPERATIONS WITH THE BALANCE TO BE APPLIED TOWARD DEBT SERVICE. ACCORDINGLY, OVER THE LONG TERM, IHS EXPECTS THE CURRENT SPENDING POLICY TO ALLOW ITS ENDOWMENT TO GROW AT AN AVERAGE OF 2.5% ANNUALLY.
PART XII, LINE 2D - OTHER ADJUSTMENTS:   ENDOWMENT DRAW 4,645,000.
PART XII, LINE 4B - OTHER ADJUSTMENTS:   RETURN OF ENDOWMENT DRAW 4,645,000.
Schedule D (Form 990) 2010

Additional Data


Software ID:  
Software Version:  




SCHEDULE G
(Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Supplemental Information Regarding
Fundraising or Gaming Activities
Complete if the organization answered "Yes" to Form 990, Part IV, lines 17, 18, or 19,
or if the organization entered more than $15,000 on Form 990-EZ, line 6a.
right arrow Attach to Form 990 or Form 990-EZ. right arrow See separate instructions.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
INDIANA HISTORICAL SOCIETY
 
Employer identification number

35-0876384
Part I
Fundraising Activities. Complete if the organization answered "Yes" to Form 990, Part IV, line 17.
1
Indicate whether the organization raised funds through any of the following activities. Check all that apply.
a e
b f
c g
d
2a
Did the organization have a written or oral agreement with any individual (including officers, directors, trustees
or key employees listed in Form 990, Part VII) or entity in connection with professional fundraising services?
b
If “Yes,” list the ten highest paid individuals or entities (fundraisers) pursuant to agreements under which the fundraiser is
to be compensated at least $5,000 by the organization. Form 990-EZ filers are not required to complete this table.
(i) Name and address of individual
or entity (fundraiser) 		(ii) Activity (iii) Did fundraiser have custody or control of contributions? (iv) Gross receipts
from activity 		(v) Amount paid to
(or retained by)
fundraiser listed in
col. (i) 		(vi) Amount paid to
(or retained by)
organization
Yes No
Total .................right arrow      
3
List all states in which the organization is registered or licensed to solicit funds or has been notified it is exempt from registration or licensing.
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50083H
Schedule G (Form 990 or 990-EZ) 2010
Schedule G (Form 990 or 990-EZ) 2010
Page 2
Part II
Fundraising Events. Complete if the organization answered "Yes" to Form 990, Part IV, line 18, or reported more than $15,000 on Form 990-EZ, line 6a. List events with gross receipts greater than $5,000.
(a) Event #1

LIVING LEGENDS GALA
(event type) 		(b) Event #2

 
(event type) 		(c) Other Events

  
(total number) 		(d) Total Events
(Add col. (a) through col. (c))
VerticalRevenue 1 Gross receipts . . . 117,050     117,050
2 Less: Charitable
contributions . . . 		98,525     98,525
3 Gross income (line 1
minus line 2) . . . 		18,525     18,525
VerticalDirectExpenses 4 Cash prizes . . .        
5 Non-cash prizes . .        
6 Rent/facility costs . .        
7 Food and beverages . .        
8 Entertainment . . .        
9 Other direct expenses . 44,015     44,015
10 Direct expense summary. Add lines 4 through 9 in column (d) ........... right arrow 44,015
11 Net income summary. Combine lines 3 and 10 in column (d)............ right arrow -25,490
Part III
Gaming. Complete if the organization answered "Yes" to Form 990, Part IV, line 19, or reported more than $15,000 on Form 990-EZ, line 6a.
VerticalRevenue (a) Bingo (b) Pull tabs/Instant
bingo/progressive bingo 		(c) Other gaming (d) Total gaming (Add col. (a) through col. (c))
1 Gross revenue . . . .        
VerticalDirectExpenses 2 Cash prizes . . . .        
3 Non-cash prizes . . .        
4 Rent/facility costs . . .        
5 Other direct expenses . .        
6 Volunteer labor . . .
 
 
 
7 Direct expense summary. Add lines 2 through 5 in column (d) ........... right arrow  
8 Net gaming income summary. Combine lines 1 and 7 in column (d) .......... right arrow  
9
Enter the state(s) in which the organization operates gaming activities:
a
Is the organization licensed to operate gaming activities in each of these states? ............
b
If "No," Explain:
 
10a
Were any of the organization's gaming licenses revoked, suspended or terminated during the tax year? .....
b
If "Yes," Explain:
 
11
Does the organization operate gaming activities with nonmembers? .................
12
Is the organization a grantor, beneficiary or trustee of a trust or a member of a partnership or other entity
formed to administer charitable gaming? ...........................
Schedule G (Form 990 or 990-EZ) 2010
Schedule G (Form 990 or 990-EZ) 2010
Page 3
13
Indicate the percentage of gaming activity operated in:
a
The organization's facility ......................
13a
 
b
An outside facility ........................
13b
 
14
Provide the name and address of the person who prepares the organization's gaming/special events books and records:
Name right arrow
Address right arrow
15a
Does the organization have a contract with a third party from whom the organization receives gaming
revenue? ......................................
b
If "Yes," enter the amount of gaming revenue received by the organization right arrow $   and the
amount of gaming revenue retained by the third party right arrow $   .
c
If "Yes," enter name and address:
Name right arrow
Address right arrow
 
 
16
Gaming manager information:
Name right arrow
Gaming manager compensation right arrow $  
Description of services provided right arrow
 
17
Mandatory distributions:
a
Is the organization required under state law to make charitable distributions from the gaming proceeds to
retain the state gaming license? ............................
b
Enter the amount of distributions required under state law distributed to other exempt organizations or spent
in the organization's own exempt activities during the tax year right arrow$  
Part IV
Complete this part to provide additional information for responses to quuestion on Schedule G (see instructions.)
Identifier ReturnReference Explanation
Schedule G (Form 990 or 990-EZ) 2010
Additional Data


Software ID:  
Software Version:  
Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" to Form 990,
Part IV, question 23.
SchJMediumBullet Attach to Form 990. SchJMediumBullet See separate instructions.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
INDIANA HISTORICAL SOCIETY
 
Employer identification number

35-0876384
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed in Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement orprovision of all the expenses described above? If "No," complete Part III to explain....
1b
 
No
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
officers, directors, trustees, and the CEO/Executive Director, regarding the items checked in line 1a? ....
2
Yes
 
3
Indicate which, if any, of the following the organization uses to establish the compensation of the
organization's CEO/Executive Director. Check all that apply.
4
During the year, did any person listed in Form 990, Part VII, Section A, line 1a with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? ...............
4a
Yes
 
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? ........
4b
 
No
c
Participate in, or receive payment from, an equity-based compensation arrangement? ........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3) and 501(c)(4) organizations only must complete lines 5-9.
5
For persons listed in form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ...........................
5a
 
No
b
Any related organization? .........................
5b
 
No
If "Yes," to line 5a or 5b, describe in Part III.
6
For persons listed in form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ...........................
6a
 
No
b
Any related organization? .........................
6b
 
No
If "Yes," to line 6a or 6b, describe in Part III.
7
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization provide any non-fixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
 
No
8
Were any amounts reported in Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regs. section 53.4958-4(a)(3)? If "Yes," describe
in Part III .............................
8
 
No
9
If "Yes" to line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Privacy Act and Paperwork Reduction Act Notice, see the Intructions for Form 990
Cat. No. 50053T
Schedule J (Form 990) 2010

Schedule J (Form 990) 2010
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use Schedule J-1 if additional space needed.
For each individual whose compensation must be reported in Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.

Note. The sum of columns (B)(i)-(iii) must equal the applicable column (D) or column (E) amounts on Form 990, Part VII, line 1a.
(A) Name (B) Breakdown of W-2 and/or 1099-MISC compensation (C) Retirement and other deferred compensation (D) Nontaxable
benefits		 (E) Total of columns
(B)(i)-(D) 		(F) Compensation
reported in prior
Form 990 or
Form 990-EZ
(i) Base compensation (ii) Bonus & incentive compensation (iii) Other reportable compensation
(1) JOHN A HERBST (i)
(ii)		 185,847
0 		0
0 		0
0 		14,868
0 		0
0 		200,715
0 		180,973
0















Schedule J (Form 990) 2010

Schedule J (Form 990) 2010
Page 3
Part III
Supplemental Information
Complete this part to provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 4c, 5a, 5b, 6a, 6b, 7, and 8. Also complete this part for any additional information.
Identifier Return Reference Explanation
  PART I, LINE 1A DUES PAID WERE FOR THE COLUMBIA CLUB WHICH IS USED FOR IHS PURPOSES - HOTEL ROOMS AND DINNERS FOR IHS SPEAKERS AND GUESTS.
  PART I, LINE 4A ANDRA MARTINEZ - $7,154
Schedule J (Form 990) 2010

Additional Data


Software ID:  
Software Version:  
Schedule K
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Information on Tax Exempt Bonds
SchKMediumBullet Complete if the organization answered "Yes" to Form 990, Part IV, line 24a. Provide descriptions,
explanations, and any additional information in Schedule O (Form 990).
SchKMediumBullet Attach to Form 990. SchKMediumBullet See separate instructions.
OMB No. 1545-0047
2010
Open to Public
Inspection
Name of the organization
INDIANA HISTORICAL SOCIETY
 
Employer identification number
35-0876384
Part I
Bond Issues
(a) Issuer Name (b) Issuer EIN (c) CUSIP # (d) Date Issued (e) Issue Price (f) Description of Purpose (g) Defeased (h) On
Behalf of
Issuer 		(i) Pool
financing
Yes No Yes No Yes No
A INDIANA FINANCE AUTHORITY
  		35-0876384 455057ZX0 09-30-2010 504,095 EDUCATIONAL FACILITIES REVENUE BONDS SERIES 2010   X   X   X
B INDIANA FINANCE AUTHORITY
  		35-0876384 455057ZY8 09-30-2010 526,232 EDUCATIONAL FACILITIES REVENUE BONDS SERIES 2010   X   X   X
C INDIANA FINANCE AUTHORITY
  		35-0876384 455057ZZ5 09-30-2010 548,380 EDUCATIONAL FACILITIES REVENUE BONDS SERIES 2010   X   X   X
D INDIANA FINANCE AUTHORITY
  		35-0876384 455057A25 09-30-2010 561,759 EDUCATIONAL FACILITIES REVENUE BONDS SERIES 2010   X   X   X
INDIANA FINANCE AUTHORITY
  		35-0876384 455057A33 09-30-2010 595,725 EDUCATIONAL FACILITIES REVENUE BONDS SERIES 2010   X   X   X
INDIANA FINANCE AUTHORITY
  		35-0876384 455057A41 09-30-2010 613,466 EDUCATIONAL FACILITIES REVENUE BONDS SERIES 2010   X   X   X
INDIANA FINANCE AUTHORITY
  		35-0876384 455057A58 09-30-2010 628,190 EDUCATIONAL FACILITIES REVENUE BONDS SERIES 2010   X   X   X
INDIANA FINANCE AUTHORITY
  		35-0876384 455057A66 09-30-2010 646,884 EDUCATIONAL FACILITIES REVENUE BONDS SERIES 2010   X   X   X
INDIANA FINANCE AUTHORITY
  		35-0876384 455057A74 09-30-2010 669,227 EDUCATIONAL FACILITIES REVENUE BONDS SERIES 2010   X   X   X
INDIANA FINANCE AUTHORITY
  		35-0876384 455057A82 09-30-2010 685,514 EDUCATIONAL FACILITIES REVENUE BONDS SERIES 2010   X   X   X
INDIANA FINANCE AUTHORITY
  		35-0876384 455057B40 09-30-2010 3,782,577 EDUCATIONAL FACILITIES REVENUE BONDS SERIES 2010   X   X   X
INDIANA FINANCE AUTHORITY
  		35-0876384 455057A90 09-30-2010 5,224,251 EDUCATIONAL FACILITIES REVENUE BONDS SERIES 2010   X   X   X
INDIANA FINANCE AUTHORITY
  		35-0876384 455057B24 09-30-2010 6,788,266 EDUCATIONAL FACILITIES REVENUE BONDS SERIES 2010   X   X   X
INDIANA FINANCE AUTHORITY
  		35-0876384 455057B32 09-30-2010 8,702,055 EDUCATIONAL FACILITIES REVENUE BONDS SERIES 2010   X   X   X
Part II
Proceeds
A B C D
1 Amount of bonds retired. . . . .        
2 Amount of bonds defeased . . . .        
3 Total proceeds of issue . . . . 500,000 515,000 535,000 550,000
4 Gross proceeds in reserve funds . .        
5 Capitalized interest from proceeds.        
6 Proceeds in refunding escrow. . . . .        
7 Issuance costs from proceeds . . .        
8 Credit enhancement from proceeds.        
9 Working capital expenditures from proceeds . .        
10 Capital expenditures from proceeds . .        
11 Other spent proceeds . .        
12 Other unspent proceeds. . .        
13 Year of substantial completion . . .
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue? X   X     X    
15 Were the bonds issued as part of an advance refunding issue?   X   X   X   X
16 Has the final allocation of proceeds been made? . . X   X   X   X  
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? . X   X   X   X  
Part III
Private Business Use
A B C D
Yes No Yes No Yes No Yes No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? . . .   X   X   X   X
2 Are there any lease arrangements that may result in private business use of bond-financed property? . . . . .   X   X   X   X
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 2010
Schedule K (Form 990) 2010
Page 2
Part III
Private Business Use (Continued)
A B C D
Yes No Yes No Yes No Yes No
3a Are there any management or service contracts that may result in private business use? X   X   X   X  
b Are there any research agreements that may result in private business use of bond-financed property? . .   X   X   X   X
c Does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts or research agreements relating to the financed property? . X   X   X   X  
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government . . . . . . . . . . . . . SchKMediumBullet 1.800 % 1.800 % 1.800 % 1.800 %
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government . SchKMediumBullet 0 % 0 % 0 % 0 %
6 Total of lines 4 and 5 . . .. . . . . . 1.800 % 1.800 % 1.800 % 1.800 %
7 Has the organization adopted management practices and procedures to ensure the post-issuance compliance of its tax-exempt bond liabilities? X   X   X   X  
Part IV
Arbitrage
A B C D
Yes No Yes No Yes No Yes No
1 Has a Form 8038-T, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate, been filed with respect to the bond issue? . . . X   X   X   X  
2 Is the bond issue a variable rate issue?   X   X   X   X
3a Has the organization or the governmental issuer entered into a hedge with respect to the bond issue?   X   X   X   X
b Name of provider .  
  		 
  		 
  		 
 
c Term of hedge . .        
d Was the hedge superintegrated? .                
e Was a hedge terminated? .                
4a Were gross proceeds invested in a GIC? .   X   X   X   X
b Name of provider .  
  		 
  		 
  		 
 
c Term of GIC . .        
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? .                
5 Were any gross proceeds invested beyond an available temporary period? .   X   X   X   X
6 Did the bond issue qualify for an exception to rebate? . . . X   X   X   X  
Schedule K (Form 990) 2010

Schedule K (Form 990) 2010
Page 3
Part V
Supplemental Information
Complete this part to provide additional information for responses to questions on Schedule K (see instructions).
Identifier Return Reference Explanation
(F) DESCRIPTION OF PURPOSE (CONTINUED):   SUCH PROCEEDS, ALONG WITH OTHER FUNDS OF THE SOCIETY, WERE APPLIED TO REFUND ALL OUTSTANDING INDIANA DEVELOPMENT FINANCE AUTHORITY VARIABLE RATE DEMAND EDUCATION FACILITIES REVENUE BONDS, SERIES 1997 AND 1996; FUND A DEBT SERVICE RESERVE FUND FOR THE BONDS; AND PAY CERTAIN COSTS ASSOCIATED WITH THE ISSUANCE OF THE BONDS.
Schedule K (Form 990) 2010

Additional Data


Software ID:  
Software Version:  

Schedule K
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Information on Tax Exempt Bonds
SchKMediumBullet Complete if the organization answered "Yes" to Form 990, Part IV, line 24a. Provide descriptions,
explanations, and any additional information in Schedule O (Form 990).
SchKMediumBullet Attach to Form 990. SchKMediumBullet See separate instructions.
OMB No. 1545-0047
2010
Open to Public
Inspection
Name of the organization
INDIANA HISTORICAL SOCIETY
 
Employer identification number
35-0876384
Part I
Bond Issues
(a) Issuer Name (b) Issuer EIN (c) CUSIP # (d) Date Issued (e) Issue Price (f) Description of Purpose (g) Defeased (h) On
Behalf of
Issuer 		(i) Pool
financing
Yes No Yes No Yes No
A INDIANA FINANCE AUTHORITY
  		35-0876384 455057ZX0 09-30-2010 504,095 EDUCATIONAL FACILITIES REVENUE BONDS SERIES 2010   X   X   X
B INDIANA FINANCE AUTHORITY
  		35-0876384 455057ZY8 09-30-2010 526,232 EDUCATIONAL FACILITIES REVENUE BONDS SERIES 2010   X   X   X
C INDIANA FINANCE AUTHORITY
  		35-0876384 455057ZZ5 09-30-2010 548,380 EDUCATIONAL FACILITIES REVENUE BONDS SERIES 2010   X   X   X
D INDIANA FINANCE AUTHORITY
  		35-0876384 455057A25 09-30-2010 561,759 EDUCATIONAL FACILITIES REVENUE BONDS SERIES 2010   X   X   X
INDIANA FINANCE AUTHORITY
  		35-0876384 455057A33 09-30-2010 595,725 EDUCATIONAL FACILITIES REVENUE BONDS SERIES 2010   X   X   X
INDIANA FINANCE AUTHORITY
  		35-0876384 455057A41 09-30-2010 613,466 EDUCATIONAL FACILITIES REVENUE BONDS SERIES 2010   X   X   X
INDIANA FINANCE AUTHORITY
  		35-0876384 455057A58 09-30-2010 628,190 EDUCATIONAL FACILITIES REVENUE BONDS SERIES 2010   X   X   X
INDIANA FINANCE AUTHORITY
  		35-0876384 455057A66 09-30-2010 646,884 EDUCATIONAL FACILITIES REVENUE BONDS SERIES 2010   X   X   X
INDIANA FINANCE AUTHORITY
  		35-0876384 455057A74 09-30-2010 669,227 EDUCATIONAL FACILITIES REVENUE BONDS SERIES 2010   X   X   X
INDIANA FINANCE AUTHORITY
  		35-0876384 455057A82 09-30-2010 685,514 EDUCATIONAL FACILITIES REVENUE BONDS SERIES 2010   X   X   X
INDIANA FINANCE AUTHORITY
  		35-0876384 455057B40 09-30-2010 3,782,577 EDUCATIONAL FACILITIES REVENUE BONDS SERIES 2010   X   X   X
INDIANA FINANCE AUTHORITY
  		35-0876384 455057A90 09-30-2010 5,224,251 EDUCATIONAL FACILITIES REVENUE BONDS SERIES 2010   X   X   X
INDIANA FINANCE AUTHORITY
  		35-0876384 455057B24 09-30-2010 6,788,266 EDUCATIONAL FACILITIES REVENUE BONDS SERIES 2010   X   X   X
INDIANA FINANCE AUTHORITY
  		35-0876384 455057B32 09-30-2010 8,702,055 EDUCATIONAL FACILITIES REVENUE BONDS SERIES 2010   X   X   X
Part II
Proceeds
A B C D
1 Amount of bonds retired. . . . .        
2 Amount of bonds defeased . . . .        
3 Total proceeds of issue . . . . 500,000 515,000 535,000 550,000
4 Gross proceeds in reserve funds . .        
5 Capitalized interest from proceeds.        
6 Proceeds in refunding escrow. . . . .        
7 Issuance costs from proceeds . . .        
8 Credit enhancement from proceeds.        
9 Working capital expenditures from proceeds . .        
10 Capital expenditures from proceeds . .        
11 Other spent proceeds . .        
12 Other unspent proceeds. . .        
13 Year of substantial completion . . .
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue? X   X     X    
15 Were the bonds issued as part of an advance refunding issue?   X   X   X   X
16 Has the final allocation of proceeds been made? . . X   X   X   X  
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? . X   X   X   X  
Part III
Private Business Use
A B C D
Yes No Yes No Yes No Yes No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? . . .   X   X   X   X
2 Are there any lease arrangements that may result in private business use of bond-financed property? . . . . .   X   X   X   X
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 2010
Schedule K (Form 990) 2010
Page 2
Part III
Private Business Use (Continued)
A B C D
Yes No Yes No Yes No Yes No
3a Are there any management or service contracts that may result in private business use? X   X   X   X  
b Are there any research agreements that may result in private business use of bond-financed property? . .   X   X   X   X
c Does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts or research agreements relating to the financed property? . X   X   X   X  
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government . . . . . . . . . . . . . SchKMediumBullet 1.800 % 1.800 % 1.800 % 1.800 %
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government . SchKMediumBullet 0 % 0 % 0 % 0 %
6 Total of lines 4 and 5 . . .. . . . . . 1.800 % 1.800 % 1.800 % 1.800 %
7 Has the organization adopted management practices and procedures to ensure the post-issuance compliance of its tax-exempt bond liabilities? X   X   X   X  
Part IV
Arbitrage
A B C D
Yes No Yes No Yes No Yes No
1 Has a Form 8038-T, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate, been filed with respect to the bond issue? . . . X   X   X   X  
2 Is the bond issue a variable rate issue?   X   X   X   X
3a Has the organization or the governmental issuer entered into a hedge with respect to the bond issue?   X   X   X   X
b Name of provider .  
  		 
  		 
  		 
 
c Term of hedge . .        
d Was the hedge superintegrated? .                
e Was a hedge terminated? .                
4a Were gross proceeds invested in a GIC? .   X   X   X   X
b Name of provider .  
  		 
  		 
  		 
 
c Term of GIC . .        
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? .                
5 Were any gross proceeds invested beyond an available temporary period? .   X   X   X   X
6 Did the bond issue qualify for an exception to rebate? . . . X   X   X   X  
Schedule K (Form 990) 2010

Schedule K (Form 990) 2010
Page 3
Part V
Supplemental Information
Complete this part to provide additional information for responses to questions on Schedule K (see instructions).
Identifier Return Reference Explanation
(F) DESCRIPTION OF PURPOSE (CONTINUED):   SUCH PROCEEDS, ALONG WITH OTHER FUNDS OF THE SOCIETY, WERE APPLIED TO REFUND ALL OUTSTANDING INDIANA DEVELOPMENT FINANCE AUTHORITY VARIABLE RATE DEMAND EDUCATION FACILITIES REVENUE BONDS, SERIES 1997 AND 1996; FUND A DEBT SERVICE RESERVE FUND FOR THE BONDS; AND PAY CERTAIN COSTS ASSOCIATED WITH THE ISSUANCE OF THE BONDS.
Schedule K (Form 990) 2010

Additional Data


Software ID:  
Software Version:  

Schedule K
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Information on Tax Exempt Bonds
SchKMediumBullet Complete if the organization answered "Yes" to Form 990, Part IV, line 24a. Provide descriptions,
explanations, and any additional information in Schedule O (Form 990).
SchKMediumBullet Attach to Form 990. SchKMediumBullet See separate instructions.
OMB No. 1545-0047
2010
Open to Public
Inspection
Name of the organization
INDIANA HISTORICAL SOCIETY
 
Employer identification number
35-0876384
Part I
Bond Issues
(a) Issuer Name (b) Issuer EIN (c) CUSIP # (d) Date Issued (e) Issue Price (f) Description of Purpose (g) Defeased (h) On
Behalf of
Issuer 		(i) Pool
financing
Yes No Yes No Yes No
A INDIANA FINANCE AUTHORITY
  		35-0876384 455057ZX0 09-30-2010 504,095 EDUCATIONAL FACILITIES REVENUE BONDS SERIES 2010   X   X   X
B INDIANA FINANCE AUTHORITY
  		35-0876384 455057ZY8 09-30-2010 526,232 EDUCATIONAL FACILITIES REVENUE BONDS SERIES 2010   X   X   X
C INDIANA FINANCE AUTHORITY
  		35-0876384 455057ZZ5 09-30-2010 548,380 EDUCATIONAL FACILITIES REVENUE BONDS SERIES 2010   X   X   X
D INDIANA FINANCE AUTHORITY
  		35-0876384 455057A25 09-30-2010 561,759 EDUCATIONAL FACILITIES REVENUE BONDS SERIES 2010   X   X   X
INDIANA FINANCE AUTHORITY
  		35-0876384 455057A33 09-30-2010 595,725 EDUCATIONAL FACILITIES REVENUE BONDS SERIES 2010   X   X   X
INDIANA FINANCE AUTHORITY
  		35-0876384 455057A41 09-30-2010 613,466 EDUCATIONAL FACILITIES REVENUE BONDS SERIES 2010   X   X   X
INDIANA FINANCE AUTHORITY
  		35-0876384 455057A58 09-30-2010 628,190 EDUCATIONAL FACILITIES REVENUE BONDS SERIES 2010   X   X   X
INDIANA FINANCE AUTHORITY
  		35-0876384 455057A66 09-30-2010 646,884 EDUCATIONAL FACILITIES REVENUE BONDS SERIES 2010   X   X   X
INDIANA FINANCE AUTHORITY
  		35-0876384 455057A74 09-30-2010 669,227 EDUCATIONAL FACILITIES REVENUE BONDS SERIES 2010   X   X   X
INDIANA FINANCE AUTHORITY
  		35-0876384 455057A82 09-30-2010 685,514 EDUCATIONAL FACILITIES REVENUE BONDS SERIES 2010   X   X   X
INDIANA FINANCE AUTHORITY
  		35-0876384 455057B40 09-30-2010 3,782,577 EDUCATIONAL FACILITIES REVENUE BONDS SERIES 2010   X   X   X
INDIANA FINANCE AUTHORITY
  		35-0876384 455057A90 09-30-2010 5,224,251 EDUCATIONAL FACILITIES REVENUE BONDS SERIES 2010   X   X   X
INDIANA FINANCE AUTHORITY
  		35-0876384 455057B24 09-30-2010 6,788,266 EDUCATIONAL FACILITIES REVENUE BONDS SERIES 2010   X   X   X
INDIANA FINANCE AUTHORITY
  		35-0876384 455057B32 09-30-2010 8,702,055 EDUCATIONAL FACILITIES REVENUE BONDS SERIES 2010   X   X   X
Part II
Proceeds
A B C D
1 Amount of bonds retired. . . . .        
2 Amount of bonds defeased . . . .        
3 Total proceeds of issue . . . . 500,000 515,000 535,000 550,000
4 Gross proceeds in reserve funds . .        
5 Capitalized interest from proceeds.        
6 Proceeds in refunding escrow. . . . .        
7 Issuance costs from proceeds . . .        
8 Credit enhancement from proceeds.        
9 Working capital expenditures from proceeds . .        
10 Capital expenditures from proceeds . .        
11 Other spent proceeds . .        
12 Other unspent proceeds. . .        
13 Year of substantial completion . . .
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue? X   X     X    
15 Were the bonds issued as part of an advance refunding issue?   X   X   X   X
16 Has the final allocation of proceeds been made? . . X   X   X   X  
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? . X   X   X   X  
Part III
Private Business Use
A B C D
Yes No Yes No Yes No Yes No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? . . .   X   X   X   X
2 Are there any lease arrangements that may result in private business use of bond-financed property? . . . . .   X   X   X   X
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 2010
Schedule K (Form 990) 2010
Page 2
Part III
Private Business Use (Continued)
A B C D
Yes No Yes No Yes No Yes No
3a Are there any management or service contracts that may result in private business use? X   X   X   X  
b Are there any research agreements that may result in private business use of bond-financed property? . .   X   X   X   X
c Does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts or research agreements relating to the financed property? . X   X   X   X  
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government . . . . . . . . . . . . . SchKMediumBullet 1.800 % 1.800 % 1.800 % 1.800 %
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government . SchKMediumBullet 0 % 0 % 0 % 0 %
6 Total of lines 4 and 5 . . .. . . . . . 1.800 % 1.800 % 1.800 % 1.800 %
7 Has the organization adopted management practices and procedures to ensure the post-issuance compliance of its tax-exempt bond liabilities? X   X   X   X  
Part IV
Arbitrage
A B C D
Yes No Yes No Yes No Yes No
1 Has a Form 8038-T, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate, been filed with respect to the bond issue? . . . X   X   X   X  
2 Is the bond issue a variable rate issue?   X   X   X   X
3a Has the organization or the governmental issuer entered into a hedge with respect to the bond issue?   X   X   X   X
b Name of provider .  
  		 
  		 
  		 
 
c Term of hedge . .        
d Was the hedge superintegrated? .                
e Was a hedge terminated? .                
4a Were gross proceeds invested in a GIC? .   X   X   X   X
b Name of provider .  
  		 
  		 
  		 
 
c Term of GIC . .        
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? .                
5 Were any gross proceeds invested beyond an available temporary period? .   X   X   X   X
6 Did the bond issue qualify for an exception to rebate? . . . X   X   X   X  
Schedule K (Form 990) 2010

Schedule K (Form 990) 2010
Page 3
Part V
Supplemental Information
Complete this part to provide additional information for responses to questions on Schedule K (see instructions).
Identifier Return Reference Explanation
(F) DESCRIPTION OF PURPOSE (CONTINUED):   SUCH PROCEEDS, ALONG WITH OTHER FUNDS OF THE SOCIETY, WERE APPLIED TO REFUND ALL OUTSTANDING INDIANA DEVELOPMENT FINANCE AUTHORITY VARIABLE RATE DEMAND EDUCATION FACILITIES REVENUE BONDS, SERIES 1997 AND 1996; FUND A DEBT SERVICE RESERVE FUND FOR THE BONDS; AND PAY CERTAIN COSTS ASSOCIATED WITH THE ISSUANCE OF THE BONDS.
Schedule K (Form 990) 2010

Additional Data


Software ID:  
Software Version:  

Schedule K
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Information on Tax Exempt Bonds
SchKMediumBullet Complete if the organization answered "Yes" to Form 990, Part IV, line 24a. Provide descriptions,
explanations, and any additional information in Schedule O (Form 990).
SchKMediumBullet Attach to Form 990. SchKMediumBullet See separate instructions.
OMB No. 1545-0047
2010
Open to Public
Inspection
Name of the organization
INDIANA HISTORICAL SOCIETY
 
Employer identification number
35-0876384
Part I
Bond Issues
(a) Issuer Name (b) Issuer EIN (c) CUSIP # (d) Date Issued (e) Issue Price (f) Description of Purpose (g) Defeased (h) On
Behalf of
Issuer 		(i) Pool
financing
Yes No Yes No Yes No
A INDIANA FINANCE AUTHORITY
  		35-0876384 455057ZX0 09-30-2010 504,095 EDUCATIONAL FACILITIES REVENUE BONDS SERIES 2010   X   X   X
B INDIANA FINANCE AUTHORITY
  		35-0876384 455057ZY8 09-30-2010 526,232 EDUCATIONAL FACILITIES REVENUE BONDS SERIES 2010   X   X   X
C INDIANA FINANCE AUTHORITY
  		35-0876384 455057ZZ5 09-30-2010 548,380 EDUCATIONAL FACILITIES REVENUE BONDS SERIES 2010   X   X   X
D INDIANA FINANCE AUTHORITY
  		35-0876384 455057A25 09-30-2010 561,759 EDUCATIONAL FACILITIES REVENUE BONDS SERIES 2010   X   X   X
INDIANA FINANCE AUTHORITY
  		35-0876384 455057A33 09-30-2010 595,725 EDUCATIONAL FACILITIES REVENUE BONDS SERIES 2010   X   X   X
INDIANA FINANCE AUTHORITY
  		35-0876384 455057A41 09-30-2010 613,466 EDUCATIONAL FACILITIES REVENUE BONDS SERIES 2010   X   X   X
INDIANA FINANCE AUTHORITY
  		35-0876384 455057A58 09-30-2010 628,190 EDUCATIONAL FACILITIES REVENUE BONDS SERIES 2010   X   X   X
INDIANA FINANCE AUTHORITY
  		35-0876384 455057A66 09-30-2010 646,884 EDUCATIONAL FACILITIES REVENUE BONDS SERIES 2010   X   X   X
INDIANA FINANCE AUTHORITY
  		35-0876384 455057A74 09-30-2010 669,227 EDUCATIONAL FACILITIES REVENUE BONDS SERIES 2010   X   X   X
INDIANA FINANCE AUTHORITY
  		35-0876384 455057A82 09-30-2010 685,514 EDUCATIONAL FACILITIES REVENUE BONDS SERIES 2010   X   X   X
INDIANA FINANCE AUTHORITY
  		35-0876384 455057B40 09-30-2010 3,782,577 EDUCATIONAL FACILITIES REVENUE BONDS SERIES 2010   X   X   X
INDIANA FINANCE AUTHORITY
  		35-0876384 455057A90 09-30-2010 5,224,251 EDUCATIONAL FACILITIES REVENUE BONDS SERIES 2010   X   X   X
INDIANA FINANCE AUTHORITY
  		35-0876384 455057B24 09-30-2010 6,788,266 EDUCATIONAL FACILITIES REVENUE BONDS SERIES 2010   X   X   X
INDIANA FINANCE AUTHORITY
  		35-0876384 455057B32 09-30-2010 8,702,055 EDUCATIONAL FACILITIES REVENUE BONDS SERIES 2010   X   X   X
Part II
Proceeds
A B C D
1 Amount of bonds retired. . . . .        
2 Amount of bonds defeased . . . .        
3 Total proceeds of issue . . . . 500,000 515,000 535,000 550,000
4 Gross proceeds in reserve funds . .        
5 Capitalized interest from proceeds.        
6 Proceeds in refunding escrow. . . . .        
7 Issuance costs from proceeds . . .        
8 Credit enhancement from proceeds.        
9 Working capital expenditures from proceeds . .        
10 Capital expenditures from proceeds . .        
11 Other spent proceeds . .        
12 Other unspent proceeds. . .        
13 Year of substantial completion . . .
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue? X   X     X    
15 Were the bonds issued as part of an advance refunding issue?   X   X   X   X
16 Has the final allocation of proceeds been made? . . X   X   X   X  
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? . X   X   X   X  
Part III
Private Business Use
A B C D
Yes No Yes No Yes No Yes No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? . . .   X   X   X   X
2 Are there any lease arrangements that may result in private business use of bond-financed property? . . . . .   X   X   X   X
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 2010
Schedule K (Form 990) 2010
Page 2
Part III
Private Business Use (Continued)
A B C D
Yes No Yes No Yes No Yes No
3a Are there any management or service contracts that may result in private business use? X   X   X   X  
b Are there any research agreements that may result in private business use of bond-financed property? . .   X   X   X   X
c Does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts or research agreements relating to the financed property? . X   X   X   X  
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government . . . . . . . . . . . . . SchKMediumBullet 1.800 % 1.800 % 1.800 % 1.800 %
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government . SchKMediumBullet 0 % 0 % 0 % 0 %
6 Total of lines 4 and 5 . . .. . . . . . 1.800 % 1.800 % 1.800 % 1.800 %
7 Has the organization adopted management practices and procedures to ensure the post-issuance compliance of its tax-exempt bond liabilities? X   X   X   X  
Part IV
Arbitrage
A B C D
Yes No Yes No Yes No Yes No
1 Has a Form 8038-T, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate, been filed with respect to the bond issue? . . . X   X   X   X  
2 Is the bond issue a variable rate issue?   X   X   X   X
3a Has the organization or the governmental issuer entered into a hedge with respect to the bond issue?   X   X   X   X
b Name of provider .  
  		 
  		 
  		 
 
c Term of hedge . .        
d Was the hedge superintegrated? .                
e Was a hedge terminated? .                
4a Were gross proceeds invested in a GIC? .   X   X   X   X
b Name of provider .  
  		 
  		 
  		 
 
c Term of GIC . .        
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? .                
5 Were any gross proceeds invested beyond an available temporary period? .   X   X   X   X
6 Did the bond issue qualify for an exception to rebate? . . . X   X   X   X  
Schedule K (Form 990) 2010

Schedule K (Form 990) 2010
Page 3
Part V
Supplemental Information
Complete this part to provide additional information for responses to questions on Schedule K (see instructions).
Identifier Return Reference Explanation
(F) DESCRIPTION OF PURPOSE (CONTINUED):   SUCH PROCEEDS, ALONG WITH OTHER FUNDS OF THE SOCIETY, WERE APPLIED TO REFUND ALL OUTSTANDING INDIANA DEVELOPMENT FINANCE AUTHORITY VARIABLE RATE DEMAND EDUCATION FACILITIES REVENUE BONDS, SERIES 1997 AND 1996; FUND A DEBT SERVICE RESERVE FUND FOR THE BONDS; AND PAY CERTAIN COSTS ASSOCIATED WITH THE ISSUANCE OF THE BONDS.
Schedule K (Form 990) 2010

Additional Data


Software ID:  
Software Version:  

SCHEDULE M
(Form 990)

Department of the Treasury
Internal Revenue Service
NonCash Contributions
Right pointing arrow large imageComplete if the organization answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image Attach to Form 990.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
INDIANA HISTORICAL SOCIETY
 
Employer identification number

35-0876384
Part I
Types of Property
(a)
Check if applicable 		(b)
Number of Contributions or items contributed 		(c)
Contribution amounts reported on
Form 990, Part VIII, line 1g 		(d)
Method of determining
contribution amounts
1 Art—Works of art ....        
2 Art—Historical treasures . X   43,077 INTERN/EXTERN APPRAISAL
3 Art—Fractional interests ..        
4 Books and publications .. X 94,968 INTERNAL APPRAISAL
5 Clothing and household
goods ....... 		     
6 Cars and other vehicles ..        
7 Boats and planes ....        
8 Intellectual property ...        
9 Securities—Publicly traded .        
10 Securities—Closely held stock .        
11 Securities—Partnership, LLC,
or trust interests .... 		       
12 Securities—Miscellaneous ..        
13 Qualified conservation
contribution—Historic
structures ..... 		       
14 Qualified conservation
contribution—Other ... 		       
15 Real estate—Residential .        
16 Real estate—Commercial ..        
17 Real estate—Other ...        
18 Collectibles .....        
19 Food inventory ...        
20 Drugs and medical supplies .        
21 Taxidermy ......        
22 Historical artifacts ....        
23 Scientific specimens ..        
24 Archeological artifacts ...        
25 Other Right pointing arrow large image ( VARIOUS GIFTS ) X   7,740 DONOR DESIGNATED
26 Other Right pointing arrow large image ( LIVING LEGENDS FOOD, FLOWERS, ETC ) X   500 DONOR DESIGNATED
27 Other Right pointing arrow large image( )
28 Other Right pointing arrow large image ( )
29
Number of Forms 8283 received by the organization during the tax year for contributions
for which the organization completed Form 8283, Part IV, Donee Acknowledgement ...
29
 
Yes
No
30a
During the year, did the organization receive by contribution any property reported in Part I, lines 1-28 that it
must hold for at least three years from the date of the initial contribution, and which is not required to be used
for exempt purposes for the entire holding period? ..................
30a
 
No
b
If "Yes," describe the arrangement in Part II.
31
Does the organization have a gift acceptance policy that requires the review of any non-standard contributions?
31
Yes
 
32a
Does the organization hire or use third parties or related organizations to solicit, process, or sell non-cash
contributions? ............................
32a
Yes
 
b
If "Yes," describe in Part II.
33
If the organization did not report revenues in column (c) for a type of property for which column (a) is checked,
describe in Part II.
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 51227J
Schedule M (Form 990) 2010
Schedule M (Form 990) 2010
Page 2
Part II
Supplemental Information. Complete this part to provide the information required by Part I, lines 30b,
32b, and 33. Also complete this part for any additional information.
Identifier Return Reference Explanation
METHOD FOR DETERMINING NUMBER OF CONTRIBUTORS: PART I, COLUMN (B): NUMBER OF CONTRIBUTORS VARIED FOR THE DIFFERENT DONATIONS.
THIRD PARTY USE: PART I, LINE 32B: IF A GIFT OF STOCK IS RECEIVED, THE IHS USES FIFTH THIRD BROKERAGE ACCOUNT TO SELL THE STOCK. ANY GIFT OF REAL PROPERTY IS SOLD IMMEDIATELY THROUGH EXTERNAL REAL ESTATE AGENT.
Schedule M (Form 990) 2010
Additional Data


Software ID:  
Software Version:  
SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
OMB No. 1545-0047
2010
Open to Public
Inspection
Name of the organization
INDIANA HISTORICAL SOCIETY
 
Employer identification number

35-0876384
Identifier Return Reference Explanation
FORM 990, PART VI, SECTION A, LINE 6   ANY PERSON WHO MAKES A CASH CONTRIBUTION OF EQUAL OR GREATER VALUE THAN THE MEMBERSHIP FEE SHALL BE A MEMBER OF THE SOCIETY (A 'MEMBER'). THERE SHALL BE NO FURTHER APPLICATIONS FOR MEMBERSHIP OR APPROVAL REQUIRED. A MEMBER HAS NO VOTING RIGHTS IN THE SOCIETY, EXCEPT AS SPECIFICALLY PROVIDED IN THE ARTICLES OF INCORPORATION. MEMBERS OF THE SOCIETY PAY DUES EACH YEAR IN AN AMOUNT SPECIFIED BY THE BOARD OF TRUSTEES. A PERSON CEASES TO BE A MEMBER BY FAILING TO PAY DUES UPON SUCH TERMS AS THE BOARD MAY FROM TIME TO TIME SPECIFY. ALL MEMBERSHIPS SHALL INCLUDE, AT A MINIMUM, SUBSCRIPTIONS TO CURRENT PUBLICATIONS, DISCOUNTS FOR PURCHASES IN THE HISTORY MARKET, STARDUST CAF AND ON SOCIETY PROGRAMS. THE BOARD OF TRUSTEES MAY DEVELOP SPECIAL MEMBERSHIP BENEFITS AT DIFFERENT LEVELS OF CONTRIBUTION AND MAY PROVIDE ADDITIONAL RECOGNITION LEVELS FOR MEMBERS WHO MAINTAIN THEIR MEMBERSHIPS FOR LONG PERIODS OF TIME. MEETINGS OF THE MEMBERSHIP MAY BE CALLED BY THE CHAIRPERSON OR BY WRITTEN REQUEST BY AT LEAST 30 MEMBERS. MEMBERS DO NOT VOTE ON IHS MATTERS. THE BOARD OF TRUSTEES IS RESPONSIBLE FOR ELECTING NEW TRUSTEES, AND 1/3 OF THE TRUSTEES ARE ELECTED EACH YEAR TO SERVE A 3 YEAR TERM. THE BOARD CONSISTS OF NO FEWER THAN 15 AND NO MORE THAN 33 TRUSTEES.
FORM 990, PART VI, SECTION B, LINE 11   A DRAFT OF FORM 990 AND NP-20 IS REVIEWED FIRST BY THE CONTROLLER. ANY CHANGES ARE COMMUNICATED TO THE ORGANIZATION'S ACCOUNTING FIRM. AFTER CHANGES ARE MADE THE FOLLOWING REVIEW PROCESS TAKES PLACE: - SENIOR MANAGEMENT TEAM REVIEWS THE FORM 990 AND NP-20. ANY CHANGES ARE COMMUNICATED TO THE ORGANIZATION'S ACCOUNTING FIRM. - AFTER CHANGES ARE MADE THE RETURNS ARE THEN SENT TO THE AUDIT COMMITTEE FOR FINAL REVIEW. ANY CHANGES ARE COMMUNICATED TO THE ORGANIZATION'S ACCOUNTING FIRM. - FINAL RETURNS ARE SENT TO THE CONTROLLER. RETURNS ARE SIGNED BY VP-BUSINESS AND OPERATIONS AND ARE SENT VIA CERTIFIED MAIL (RETURN RECEIPTS REQUESTED). COPIES OF RETURNS ARE KEPT IN THE ACCOUNTING OFFICE.
  FORM 990, PART VI, SECTION B, LINE 12C ALL TRUSTEES, STAFF, AND PAID INTERNS OF THE INDIANA HISTORICAL SOCIETY ARE REQUIRED TO DISCLOSE INTERESTS THAT COULD GIVE RISE TO CONFLICTS VIA THE CODE OF ETHICS FOR BOARD AND STAFF OF THE IHS. THIS DOCUMENT OUTLINES ETHICAL EXPECTATIONS REGARDING ACCESS, ACCESSIONING, DEACCESSIONING, APPRAISALS, PRESERVATION, THEFT, PERSONAL RESEARCH, AWARDS, PERSONAL COLLECTING, AND PERSONAL DEALING. WHERE CONFLICTING INTERESTS CANNOT BE AVOIDED, THEY MUST AT LEAST BE DISCLOSED AND PROPERLY HANDLED SO AS TO MINIMIZE THEIR IMPACT. THE DOCUMENT INCLUDES PROCEDURES FOR CONSISTENT MONITORING AND ENFORCEMENT OF COMPLIANCE WHEN CONFLICTS ARE DISCOVERED. NEW EMPLOYEES ARE REQUIRED TO COMPLETE DISCLOSURE FORMS UPON HIRE. EMPLOYEES WHO EXPERIENCE CHANGES THAT COULD AFFECT THE ANSWERS ON THEIR DISCLOSURE FORMS ARE ASKED TO REQUEST AND FILE NEW DISCLOSURE FORMS WITHIN THE SAME YEAR. THE IHS AUDIT COMMITTEE HAS ALSO DETERMINED THAT NON-BOARD MEMBERS OF CERTAIN COMMITTEES WITH DECISION-MAKING ROLES SHOULD FILL OUT DISCLOSURE FORMS. THESE COMMITTEES CURRENTLY INCLUDE THE COLLECTIONS COMMITTEE, FINANCE COMMITTEE AND AUDIT COMMITTEE. DISCLOSURE FORMS ARE REQUESTED DURING THE FIRST QUARTER OF EACH CALENDAR YEAR AND ARE FILED WITH THE IHS EXECUTIVE ASSISTANT. DISCLOSURE FORMS ARE MADE AVAILABLE FOR AUDITORS AS REQUESTED. CURRENT POLICY IS FOR REGULAR REVIEW BY THE AUDIT COMMITTEE ONCE DURING EACH CALENDAR YEAR.
  FORM 990, PART VI, SECTION B, LINE 15 THE PROCESS FOR DETERMINING COMPENSATION OF THE CEO, OTHER OFFICERS OR KEY EMPLOYEES OF THE IHS INCLUDES THE FOLLOWING PROCESS: A SURVEY OF OTHER CEOS COMPENSATION IN THE AREA BY THE HR DIRECTOR, INPUT FROM THE EXECUTIVE COMMITTEE RELATED TO CANDIDATE QUALIFICATIONS AND COMPENSATION, PURCHASED SALARY SURVEYS FROM ASSOCIATION FOR ACCOUNTING MARKETING AND AMERICAN ASSOCIATION OF STATE AND LOCAL HISTORY, AND CONTINUOUS REVIEW OF OUR SALARY RANGES AND COMPARISON TO OTHER NON-PROFIT ORGANIZATIONS BY HR DIRECTOR.
  FORM 990, PART VI, SECTION C, LINE 19 THE IHS MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 7,618,335.
IHS AUDIT COMMITTEE FORM 990, PART XI, LINE 2C THE IHS AUDIT COMMITTEE IS APPOINTED BY THE IHS BOARD OF TRUSTEES TO PROVIDE OVERSIGHT OF IHS FINANCIAL ACTIVITY AND REPORTING, OVERSIGHT REGARDING IHS SYSTEM OF INTERNAL CONTROL, AND A REPORTING MECHANISM TO THE IHS BOARD OF TRUSTEES ON FINANCIAL MATTERS PATICULARLY AS THEY ARE AUDIT-RELATED. THE DUTIES AND RESPONSIBILITIES OF THE IHS AUDIT COMMITTEE INCLUDE: -OVERSEE THE FINANCIAL REPORTING SYSTEM INCLUDING THE REVIEW OF INTERIM FINANCIAL STATEMENTS AND ANNUAL BUSINESS PLANS -MONITOR CHOICE OF ACCOUNTING POLICIES AND PRINCIPLES INCLUDING THE REVIEW OF ACCOUNTING POLICIES WITH IHS FINANCIAL PERSONNEL AND EXTERNAL AUDITORS -MONITOR INTERNAL CONTROL PROCESS INCLUDING REVIEWING WITH THE EXTERNAL AUDITORS THEIR EVALUATION OF IHS INTERNAL CONTROL SYSTEM AND PERFORMING FOLLOW-UP ON IMPLEMENTATION OF AUDITORS MANAGEMENT LETTER RECOMMENDATIONS -OVERSEE HIRING AND PERFORMANCE OF EXTERNAL AUDITORS THE IHS AUDIT COMMITTEE WILL ASSESS/CONFIRM THE FOLLOWING, AND REPORT FINDINGS TO THE BOARD OF TRUSTEES: -INDEPENDENCE OF THE EXTERNAL AUDITORS -LIMITATIONS PLACED ON THE SCOPE OR NATURE OF THEIR PROCEDURES FOR EACH AUDIT -DISAGREEMENTS WITH IHS STAFF THAT, IF NOT RESOLVED, COULD JEOPARDIZE THE AUDIT PROCESS -ANY ISSUES WHICH COULD LEAD TO A NON-STANDARD ACCOUNTANTS REPORT, E.G., QUALIFIED OPINION
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2010

Additional Data


Software ID:  
Software Version: